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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: HG who wrote (15882)	12/5/1998 3:01:00 PM
From: Original Mad Dog	Read Replies (2) \| Respond to of 27307

Just read your further response to Dave. The line about what people do when opportunity knocks is a great one -- never heard it before. I'll have to remember that one. MAD DOG

To: HG who wrote (15882)	12/5/1998 7:45:00 PM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

Your right Happy Girl in that the Y2k sector may not have been a good example as their window of opportunity is so limited. But it is ample proof that even faced with pretty obvious facts, market psychology can get a stock or a sector way ahead of where it should be as I personally feel Yahoo and the internet sector has. The one thing the Y2k sector had going for it, was it at least had some barriers to entry. You needed good software, good hardware, a good sales force and a limited time period to put it together. Nobody has expressed to me yet any significant barriers to entry into this sector. And with that comes competition "if" any of these companies prove the ability to generate what I would consider to be significant earnings. And I do not see any scenario expressed by the longs taking into account the emergence of significant competition into this segment. As MadDog has expressed before, look at the competition within another media, Television. And look at the barriers there. High capital and operating costs, limited available airspace. No such barriers to this market. The only significant one I possibly see is the inability to make sufficient money in it.